TrueAdvisor
TrueAdvisor
DW
CFP
DW
CFP

Dean Paul Weseli

Goelzer Investment Management
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Goelzer Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
877 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M

Location

10 East Main Street, Suite 110, Carmel, IN, 46032

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Goelzer Investment Management
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Windsor Wealth Management, INC.
March 2014 - June 2019 · 5 yrs 3 mos
Hufford Advisors, LLC
October 2012 - February 2014 · 1 yr 4 mos
Charles Schwab & CO., INC.
February 2009 - September 2012 · 3 yrs 7 mos
Strategic Advisers, INC.
June 2007 - January 2009 · 1 yr 7 mos
State Registrations7 states
CACODEINOHTXWA
Advisor
Exams
No exam information available for this advisor.